Connect to your account information, collaborate with your advisor and monitor progress toward your goals.

CLIENT ACCESS: PUT YOUR FINANCES IN FOCUS

With Client Access, it’s all here.COMPREHENSIVE

Client Access brings your day-to-day finances and long-term investments together in one place, giving you a holistic view of your investments – and your progress – from any computer or mobile device.

• View continuously updated portfolio information

• Toggle between high-level summary screens and in-depth reporting

• Track balances and asset growth over time

• Review allocation analysis across asset classes and by product type

• Browse Raymond James equity research, expert commentary, updated market information and more

CONVENIENT

Thanks to responsive design that adapts to multiple devices and a mobile app that lets you tap into your information securely from virtually anywhere, your smartphone or tablet can now serve as your financial hub.

Anytime access to tools and information, such as:

• Funds transfer• Mobile check deposit• Mobile bill pay• Vault• Account documents, such as statements

CUSTOMIZABLEClient Access allows you to tailor how you view and receive account information, letting you take the lead on creating an experience that is as in-depth as you want.

• Filter account activity and transaction details by type or account

• Organize accounts into custom groups

• View and sort detailed information about the holdings that make up your portfolio

• Elect to have account statements and more delivered electronically

COLLABORATIVE

A suite of interactive tools is also available to give you another layer of connection with your finances and with your advisor. Vault, for instance, is a secure space to store and share digital files where you can upload, organize and comment on key information in real time with your advisor. Other tools enable you to view goal plans that feature not just your Alex. Brown/Raymond James accounts, but external accounts as well.

SECURE

Protecting your financial information is our first priority, which is why we armed Client Access with advanced security features to keep your critical data safe.

• Firewalls and encryption technology

• Two-factor authentication

• Fingerprint and facial recognition at login

Designed to make life easierWhether you want to get a look at the big picture or analyze the details of your portfolio by account, investment type or both, the information you need to see where you stand – and where you’re headed – is right at your fingertips with Client Access.

Take the TourGet to know the benefits of Client Access for yourself at raymondjames.com/clientaccess/demo.

Get AccessReach out to your client advisor for help getting started or complete the simple, step-by-step enrollment for yourself at raymondjames.com/clientaccess.

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